Interwest Investment Advisors, Inc. is different than many other investment firms because we are an independent Registered Investment Advisor. There can be several advantages to working with an investment advisor representative. One of the most important being that we use “no load” investments and charge a reasonable fee that is disclosed up front. Many prefer this arrangement and find it’s a more cost effective way to invest.
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.
Interwest Investment Advisors, Inc. offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is a registered investment advisor firm offering clients over twenty proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA®, MBA and Senior Portfolio Manager, Michael Binger, CFA®.
Schmidt and Binger are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and have many other national publications. Schmidt has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt and Binger each boast over 20 years of institutional investment experience. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.